美妆作为稳定的可选消费品，品类丰富、有粘性、能提价，表现出较强的增长韧性。需求端，中青年及 中产扩容促进美妆消费群体基数扩张，美妆需求得以全方位延伸与全流程进阶。供给端，高产能+强研 发的头部代工厂为新锐品牌的崛起与成熟品牌的扩产赋能，同时新媒体平台与内容输出的引流转化能力 提升，给新兴本土产品牌带来成长契机。

The SiC fiber market is segmented on the basis of phase, application, and region. By phase, the market is classified into crystalline and amorphous. Depending on application, it is segregated into aerospace & defense, energy & power, industrial, and others. Region wise, it is analyzed across North America, Europe, Asia-Pacific, and LAMEA. The report covers the strategies adopted by key players in the market to sustain the competitive environment and increase their market share. The key players operating in the global market include American Elements, BJS Ceramics GmbH, Free Form Fiber LLC, GE Aviation, Haydale Technologies Inc., NGS Advanced Fiber Co., Ltd., Nippon Carbon Co., Ltd., Saint Gobain, SGL Carbon SE, and UBE Industries Ltd.

本章首先介绍了陕西煤业化工集团有限责任公司的基本情况以及“十一五”期间的主要成绩，然后提出其在“十一五”期间的发展总体规划思路和目标，在这之后概括了健全人力资源管理体系等实施措施，并且提出了希望国家和省政府在落实煤炭后备资源等方面给予帮助和政策支持的政策建议。

Fire protection coatings are defined as coatings that protect underlying substrates from fires temporarily, which ensures efficient evacuation and protection of valuable goods. This global fire protection coatings market study covers 4 main product types: Hydrocarbon intumescent coatings oHydrocarbon cementitious coatings oCellulosic intumescent coatings oCellulosic cementitious coatings The market creates growth opportunities for fire protection coating manufacturers and raw materials suppliers, end users (considering innovative applications), and distributors and suppliers (considering market penetration and geographic expansion activity).

The hydrodesulfurization catalyst market is segmented on the basis of type, application, and region. By type, the market is classified into cobalt-molybdenum, nickel-based, and others. Depending on application, it is segregated into natural gas, naphtha, diesel oil, and others. Region wise, it is analyzed across North America, Europe, Asia-Pacific, and LAMEA.

Green hydrogen is made from regenerative energy sources through water electrolysis. With the help of electric current, water is divided into oxygen and hydrogen in an electrolyzer and grey hydrogen derived from fossil fuels is differentiated (such as natural gas). Hydrogen is safe for atmosphere and can be stored and converted into electricity or heat as required. Green hydrogen is a major component of energy equation and hydrogen is regarded as a primary potential renewable energy resource. It is one of the most important circular carbon economy (CCE) approaches as it is generated using solar energy. It is generated using renewable energy sources as compared to carbon-based energy found in natural gas and other fossil fuels.>

上周（2021.10.8-2021.10.15），基础化工板块已发可转债上市公司中福斯特、宏川智慧、道氏技术分别上涨了9.86%、9.53%、9.11%，清水源、万顺新材、司尔特下跌了19.23%、17.89%、16.60%。投资建议：公司关注：建龙微纳，云图控股，新洋丰，联瑞新材，远兴能源。
转债关注：洋丰转债，三力转债，国光转债，宏川转债等。定增公司建议关注：亚钾国际、建龙微纳、中盐化工、华峰化学、天铁股份。

上周新材料板块上升0.41%，同期沪深300 指数上升0.04%，新材 料板块领先大盘0.37 个百分点。个股方面，板块中97 只个股中 有43 只上涨，跑赢大盘的有42 只股票。涨幅前五的分别是奥来 德（30.36%）、石英股份（11.44%）、福斯特（10.12%）、菲利华 （10.05%）、三孚股份（9.81%）；跌幅前五的分别是石大胜华（- 17.96%）、奥克股份（-14.78%）、银禧科技（-10.01%）、中粮科技 （-9.99%）、金宏气体（-9.11%）。

本周油煤气价延续上行。四季度风格有望更加均衡，主要方向分为三个方向：全球能源结构变化带来化 工品景气持续度更高、白马股资本开支稳步推进年底存在估值切换、关税及海运费下降预期利好行业。 从周期景气持续度来看：站在明年的角度思考，我们仍认为供需格局好的高耗能产业供给仍会收缩。四 季度预计国内供给端收缩至稳定状态，目前看短期主要是磷、硅、电石-BDO-氯碱等产业链，后续板 块包括煤化工、纯碱、粘胶、农药等细分领域。国外天然气价格上行，带动海外C1、C2 尤其是甲醇、 合成氨成本大幅上行，利好国内煤化工和化肥板块价差扩大，同时海外天然气发电导致电价成本上升， 利好国内中游制造业尤其是化工行业； 此外受运费下降的预期，轮胎板块底部上行，我们看好行业龙 头底部扩张，运费下降有望实现业绩爆发式恢复。